Cardinal Point Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Cardinal Point Capital Management’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$600K	Sell	18,936 -1,716	-8%	-$54.4K	0.03%	165
2026 Q1	$634K	Buy	+20,652	New	+$626K	0.04%	156

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Cardinal Point Capital Management's SCHD Position: Q2 2026 in Review

Cardinal Point Capital Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 8.3% in Q2 2026, selling an estimated $54.4K and leaving 18,936 shares worth $600K. The position accounts for 0.03% of the portfolio, ranked #165.

Cardinal Point Capital Management first reported a position in SCHD in Q1 2026 and has held it in 2 quarters since. The position peaked at $634K in Q1 2026. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Cardinal Point Capital Management held 18,936 shares of Schwab US Dividend Equity ETF worth $600K as of Q2 2026.
Cardinal Point Capital Management sold 1,716 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $54.4K.
Schwab US Dividend Equity ETF made up 0.03% of Cardinal Point Capital Management's portfolio in Q2 2026, its #165 holding.
Cardinal Point Capital Management first reported a position in Schwab US Dividend Equity ETF in Q1 2026 and has held it in 2 quarters since.
Cardinal Point Capital Management's Schwab US Dividend Equity ETF position peaked at $634K in Q1 2026.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.